Philanthropic Advising Services
High-Net-Worth Families and Individuals
Trusted guidance for legacy-building philanthropy.
You rely on the professional expertise of your doctor, CPA, and attorney to help you make important decisions about your life. Philanthropic giving deserves the same.
Whether you’re mapping out a new giving journey or your first one, we’ll help you feel confident about your philanthropic legacy—every step of the way.
Charting the course with experienced philanthropic navigators.
Financial gifts are a key step in building a lasting legacy.
Our decades of proven nonprofit consulting experience are your compass for navigating intentional and impactful philanthropy. We partner with individuals and families, and their trusted advisors, for values-driven philanthropic planning.
Across Indiana and the US, we’re known as a premier nonprofit consultancy. Over 30 years of service, we’ve built a team with 120+ years of experience and served more than 350 nonprofits to improve governance, reach fundraising goals, and ensure a strong future for their organizations.
Our experience means your giving decisions have the benefit of richer insights into the sector.
Tailored. Confidential. Impartial.
You expect financial advisory teams to provide discrete guidance customized to your interests and needs. We provide a confidential and impartial space for you to explore your charitable giving options, always guided by your goals.
We’ll never steer you to an existing LSA client and if you identify one of the nonprofits we work with for your giving, we’ll be transparent about our involvement.
No agenda. No pressure. No conflict of interest.
Together, we can map your giving for the long-term impact you want to make.
Arrive at your giving destination.
For many, legacy includes impactful philanthropic giving. You may already contribute to one or several organizations, and regardless of your current portfolio, our professional insights and clear guidance give you an advantage when planning your giving.
How we work with you
Our process starts with listening. We want to know what’s important to you and what kind of impact you want to have.
Working together with individuals, couples, and families, we help:
Develop
Develop a clear picture of desired impact.
Learn
Uncover the right questions to ask.
Contextualize
Put into perspective charitable goals within broader financial and estate planning strategies.
Services we provide
Your goals inform our services. After initial consultations, we’ll recommend a personalized approach and timeline. Most engagements will include one or more of our core services, creating a customized Family Giving Roadmap.
Strategic philanthropic planning
Nonprofit sector expertise meets clients’ personal values and impact goals through a clear philanthropic framework. We’ll work together with your clients to expertly navigate
- Clarifying giving priorities
- Structuring long-term giving strategies
- Evaluating charitable opportunities
- Defining measurable indicators for impact
- Designing family philanthropic initiatives
- Crafting multi-generational giving frameworks
Nonprofit assessment and due diligence
Merging philanthropic goals with deeper understanding of organizational strength, leadership, governance, and sustainability. Our expertise guides your clients’ organizational assessments and due diligence processes for
- Governance effectiveness
- Financial health and sustainability
- Leadership structure and stability
- Fundraising practices
- Organizational transparency
- Strategic direction and operational capacity
- Review and interpretation of IRS Form 990 filings
Family legacy and governance advisory
A philanthropic legacy provides high-net-worth individuals, couples, and families the opportunity to create lasting impact in their communities and beyond. Our process includes developing guidance for
- Governance structures
- Succession planning
- Multi-generational engagement
We support your clients in creating frameworks that protect their philanthropic intent while encouraging future generations to participate thoughtfully and responsibly in charitable decision-making.
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